TD Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TD Capital Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09K	Hold	67	–	–	﹤0.01%	597
2026 Q1	$3.1K	Hold	67	–	–	﹤0.01%	617
2025 Q4	$3.12K	Hold	67	–	–	﹤0.01%	563
2025 Q3	$3.13K	Hold	67	–	–	﹤0.01%	534
2025 Q2	$3.1K	Sell	67 -363	-84%	-$16.6K	﹤0.01%	536
2025 Q1	$19.8K	Buy	430 +3	+0.7%	+$137	﹤0.01%	253
2024 Q4	$19.3K	Sell	427 -62	-13%	-$2.85K	﹤0.01%	246
2024 Q3	$23.1K	Buy	489 +3	+0.6%	+$139	﹤0.01%	242
2024 Q2	$22K	Buy	486 +4	+0.8%	+$180	﹤0.01%	237
2024 Q1	$22K	Buy	482 +2	+0.4%	+$91	﹤0.01%	238
2023 Q4	$22.1K	Buy	480 +4	+0.8%	+$177	﹤0.01%	240
2023 Q3	$20.8K	Buy	476 +3	+0.6%	+$134	﹤0.01%	232
2023 Q2	$21.5K	Sell	473 -4	-0.8%	-$183	﹤0.01%	236
2023 Q1	$22K	Buy	+477	New	+$21.8K	﹤0.01%	227

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TD Capital Management's IUSB Position: Q2 2026 in Review

TD Capital Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 67 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

TD Capital Management first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.1K in Q3 2024. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

TD Capital Management held 67 shares of iShares Core Universal USD Bond ETF worth $3.09K as of Q2 2026.
TD Capital Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #597 holding.
TD Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
TD Capital Management's iShares Core Universal USD Bond ETF position peaked at $23.1K in Q3 2024.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.